Asset Allocation Strategies LLC
Position in WFC — Wells Fargo & Company/Mn
CIK 1922879
FARMINGTON, MI
Position in WFC
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$225,276
+$8,658 QoQ
Shares Held
2,726
+0.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
#2,424
of 2,859 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in WFC Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Asset Allocation Strategies LLC holds $1,289,336 across 3 Banks - Diversified names. WFC ranks #3 (17.5% of the industry book) .
All Filings in WFC
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $225,276 | 2,726 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $216,618 | 2,721 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $234,770 | 2,519 | Shares | Sole | 2026-02-13 | |
| 2024-12-31 | $193,581 | 2,756 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||